See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,084 | $84,233-63.1% | $170,442-81.8% | $70,131-55.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.60% | 23.06%-10.5pp | 205.93%-193.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $2,123 | $3,387-37.3% | $5,433-60.9% | $2,342-9.4% |
| Participant deferral / active EE | $3,175 | $3,086+2.9% | $4,939-35.7% | $3,332-4.7% |
| Admin fee / account holder | $6 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |